Keep an inventory of available ClassMarker certificates
Make certificate availability easy to check with a scheduled summary.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
List Certificates
Lists all certificates available in the account.
Why this helps
Certificate options can be overlooked when they are buried in a separate platform.
- Make available certificates easier to review.
- Reduce manual checks during training administration.
Setup
Build it in a few focused steps.
- 1Connect Agile CRM and ClassMarker once in the Notis portal.
- 2Create an automation from any channel or Automations, New Automation.
- 3Tell Notis to list certificates and summarize the available options.
- 4Choose a recurring Notis schedule and a report channel.
- 5Test with one real run and confirm the inventory is accurate.
Questions about this workflow
Does this issue certificates?
No. The selected action lists available certificates.
Can it match certificates to learner records?
That requires learner and completion information. The certificate listing action alone does not provide those records.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Agile CRM to Classmarker. A trigger fires from one place; an action lands in another.
Agile CRM triggers
Classmarker actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Access List Item
Adds access codes to an access list to grant exam access.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create a new question category
Creates a new question category.
Create Group
Creates a group to organize users.
Create Question
Creates a question.
Create ClassMarker User
Creates a new user.
Delete Access List Item
Removes access codes from an access list.
Delete API Key
Immediately revokes an API key by deleting it.
Delete Group
Deletes a group.
Connect any two apps with Notis in the middle.
Agile CRM and Classmarker, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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